Scientific Research Corporation_PHL_093021_Final

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Mutual Fund Report Card - Lipper

105695

Call 1-800-922-9945 or log onto the PlanView Portal to request a prospectus which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.

September 30, 2021

SCIENTIFIC RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN

Sharpe Ratio*

Annl Standard Deviation*

# of Funds in

Lipper Ranking*

(Rel. to Lipper Peer Gr.) (Rel. to Lipper Peer Gr.)

Portfolio* Expense

Fund

Lipper Classification

1 Yr

3 Yrs

10 Yrs

Ticker Symbol

5 Yrs

3 Yrs 5 Yrs 10 Yrs 3 Yrs 5 Yrs 10 Yrs Turnover Ratio* Manager

Fund Name

Lipper Classification

1 Yr 3 Yrs 5 Yrs 10 Yrs Rank Quartile Rank Quartile Rank Quartile Rank Quartile Quartile Quartile Quartile Quartile Quartile Quartile Quartile Quartile Tenure

T Rowe Price US Treasury Money Fund

PRTXX U.S. Treasury Money Market Funds

42 38 35 30 8 505 479 421 318 51 208 199 166 118 54 198 194 170 115 73 113 109 73 48 10 113 109 73 48 3 108 105 71 39 3 159 156 117 60 4 208 194 153 77 2 214 200 160 84 2 208 194 153 77 9 210 196 152 84 19 204 190 149 76 6 206 192 152 77 11 204 190 147 56 9

1 1

9

1 1

9

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1

7

1 1 1 1 2 1 1 1 1 1 1 1 1 1 1

2 1 1 2 2 2 2 2 2 2 1 1 1 1 1 1 2 2 3 2 1 1 2 2 2 3 2 2 1 4 1 -

1 1 1 1 3 2 2 2 2 1 1 1 1 1 1 1 1 2 3 1 1 1 1 1 2 3 2 2 1 4 1 -

1 1 1 1 3 2 2 2 2 1 1 1 1 1 1 1 2 1 2 1 1 1 1 1 1 1 1 1 1 2 - -

4 2 1 3 1 4 4 4 4 4 4 4 3 3 3 3 4 4 2 3 3 4 4 1 3 1 1 2 3 2 3 -

4 1 1 3 2 4 4 4 4 4 4 4 4 3 3 3 4 4 2 3 3 4 4 1 3 1 1 2 3 2 3 -

4 1 1 4 2 3 4 4 4 4 4 4 4 3 3 3 4 4 2 3 3 4 4 1 3 1 1 2 4 1 - -

-

2 2 1 2 1 3 3 2 2 2 2 2 2 2 2 2 2 3 2 2 2 1 1 2 1 1 1 2 1 1 1

2

Dodge & Cox Income Fund

DODIX Core Bond Funds PGBIX Global Income Funds

89

17 40 18

12

2 4 4 2 2 2 2 2 2 2 2 2 2 2 2 3 1 2 2 3 2 1 2 2 2 2 1 2 2 2 1

-

PIMCO Gl Bd Oppty Fund (US Dollar-Hedged);Institutional

2 112 3

8 8

8 3 9

PIMCO Real Return Fund;Institutional

PRRIX Inflation Protected Bond Funds

2

22

1

Vanguard Total Bond Market Index Fund;Admiral T Rowe Price Retirement 2005 Fund T Rowe Price Retirement 2010 Fund T Rowe Price Retirement 2015 Fund T Rowe Price Retirement 2020 Fund T Rowe Price Retirement 2025 Fund T Rowe Price Retirement 2030 Fund T Rowe Price Retirement 2035 Fund T Rowe Price Retirement 2040 Fund T Rowe Price Retirement 2045 Fund T Rowe Price Retirement 2050 Fund T Rowe Price Retirement 2055 Fund T Rowe Price Retirement 2060 Fund T Rowe Price Retirement 2065 Fund T Rowe Price Retirement Balanced Fund American Funds EuroPacific Growth Fund;A American Funds Fundamental Investors;A BNY Mellon Smallcap Stock Index Fund;Investor DFA US Targeted Value Portfolio;Institutional Dodge & Cox International Stk Fund JPMorgan Small Cap Growth Fund;I MFS International Growth Fund;R6 T Rowe Price Growth Stock Fund T Rowe Price Mid-Cap Growth Fund T Rowe Price Mid-Cap Value Fund Vanguard Equity Income Fund;Admiral Vanguard Institutional Index Fund;Institutional Vanguard Mid-Cap Index Fund;Admiral

VBTLX Core Bond Funds

505 479 421 318 422 4 278 3 282 3 220 3

TRRFX Mixed-Asset Target 2010 Funds TRRAX Mixed-Asset Target 2010 Funds TRRGX Mixed-Asset Target 2015 Funds TRRBX Mixed-Asset Target 2020 Funds TRRHX Mixed-Asset Target 2025 Funds TRRCX Mixed-Asset Target 2030 Funds TRRJX Mixed-Asset Target 2035 Funds TRRDX Mixed-Asset Target 2040 Funds TRRKX Mixed-Asset Target 2045 Funds TRRMX Mixed-Asset Target 2050 Funds TRRNX Mixed-Asset Target 2055 Funds TRRLX Mixed-Asset Target 2060 Funds TRSJX Mixed-Asset Target 2060+ Funds TRRIX Mixed-Asset Target Today Funds AEPGX International Large-Cp Gro Fds ANCFX Large-Cap Core Funds DISSX Small-Cap Core Funds DFFVX Small-Cap Value Funds DODFX International Large-Cp Val Fds OGGFX Small-Cap Growth Funds MGRDX International Large-Cp Gro Fds PRGFX Large-Cap Growth Funds

1 1 1 1 1 1 1 1 1 1 1 1

9 3 3 5 4 3 3 5 3 3 4 6

1 1 1 1 1 1 1 1 1 1 1 1

12

14

- - - - - - - - - - - - - - - - -

2 2 2 2 2 8 6 5 6 6 8

1 1 1 1 1 3 3 3 3 3

199 176 114 -

19

- -

- -

-

-

-

-

-

-

-

-

-

-

157 143 113 70 2 306 272 232 163 89

1 2

6

1 2

8

1 2

7

1 2

96

75

42

642 576 519 415 342 3 446 4 378 3 238 3

838 794 706 488 231 2 395 2 189 2

53 29

1 1 1 1 2 1 2 1 1

235 215 199 152 75 64 50 46 40 9

2 1

55

2 1

53 11 76 68

2 1 1 2

1

7

9

4

-

707 671 595 443 668 4 175 2 306 272 232 163 252 4 163 3

31 44 69

18 10

657 603 548 425 132 1 270 2 192 2

8

RPMGX Mid-Cap Growth Funds TRMCX Mid-Cap Value Funds VEIRX Equity Income Funds VINIX S&P 500 Index Funds VIMAX Mid-Cap Growth Funds

367 343 312 247 256 3 261 4 238 4 116 2

30 22 15 22 21

185 174 158 122 176 4

76

2

61

2

39 33

473 450 400 243 180 2 188 2 163 2

116 112 104 87 7 367 343 312 247 63

1

8

1

7

1

5

1 301 4 300 4 194 4

# of Funds That Beat Their Lipper Peer Group (1st or 2nd Quartile)

25 31

25 31

27 31

27 30

28 31

27 31

29 30

9

9

9

27 31

29 32

5.4

Total Number of Mutual Funds in Plan Lineup % of Funds That Beat Their Lipper Peer Group

31

31

30

81%

81%

87%

90% 90% 87% 97% 29% 29% 30% 87% 91%

Sources: T. Rowe Price, Lipper, Inc.

Rankings are based on cumulative total return. Past performance cannot guarantee future results.

Standard deviation is a statistical measure of the range of a fund's performance around its average. Funds with a higher standard deviation are more volatile. Sharpe Ratio is a risk-adjusted measure developed by Nobel Laureate William Sharpe. It is calculated by using standard deviation and excess return to determine reward per unit of risk. The higher the Sharpe Ratio, the better the fund’s historical risk-adjusted performance.

An investment in the fund is not insured or guaranteed by the FDIC or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

All data subject to change. *1st & 2nd Quartile rankings are assigned to funds with above average performance, higher than average Sharpe Ratios, below average standard deviation, below average turnover, & below average expense ratios. T. Rowe Price Investment Services, Inc, Distributor, T. Rowe Price mutual funds.

2017-AX-24744

22

T. ROWE PR ICE

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